LISFX Mutual Fund

LISFX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-1.74%
3 Months
-0.97%
6 Months
-1.43%
YTD
+0.21%
1 Year
+4.76%
3 Years (annualized)
+3.47%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LISFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.23%
vs Peers
-0.02%

LISFX Mutual Fund Performance

LISFX performance across multiple time periods: 1-month -1.74%, YTD 0.21%, 1-year 4.76%, 3-year 3.47%, 5-year 0.45%, 10-year 1.84%.

LISFX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

LISFX vs another fund shows side-by-side returns. LISFX alternatives are available in the Mutual Fund Screener.